General

Task List Profiles are assigned to User Profiles so that users will have access to the Task Lists relevant to their daily work, without the overhead of making all Task Lists available. 


CONTENTS

Preparation

Spend some time analyzing requirements before creating or modifying profiles. Consideration points include:

  • BlueWorx limits the Task Lists brought to the app to General Task Lists which have a Usage value of 3 (Universal) or 4 (Plant Maintenance) and a Status value of 2 (Released for order) or 4 (Released (general)).
  • Include only what is necessary for that user or set of users to do their job. Take special note of Performance and Data Limits recommendations on data volumes
  • Do not include data that might only be helpful in rare cases
  • The impact on sync times (users waiting) and cellular data volumes from large data sets
  • Task List Profiles can be assigned to one or many User Profiles. So for example, if one User Profile has the need for larger data sets but generally they can be confined then create smaller sets and allocate accordingly
  • Consider how frequently people's roles change and how this might impact the data they need
  • As per SAPs logic the validity dates of the Task Lists will be checked with the Orders Start Date and only those valid as of the Order start date will be shown in the Order Operations tab of the core BlueWorx app

Maintaining Profiles

Task List Profiles are accessed from the Maintain User Profiles menu tile. 

Click on the Add New Profile button to create a new profile.  You can also create a new profile by clicking on an existing profile then clicking the Copy button in the page footer. 

When you create a new profile, either starting fresh or as a copy of an existing profile you need to provide a unique profile key, a profile description, and complete the mandatory filters.

Before a profile will be considered (in the Task List selection process) it must be marked as active.  This is done in the Profile tab.  Remember to Save once you've activated the profile.

Profile Filters

Navigate to the Profile Filters tab to complete the filter selections.

Filters for the mandatory filters will be automatically added according to the Profile Type.  You can add new filters by clicking on the Add Filter button and selecting the type of filter from the Filter Object selection box.  There is no limit to the number of filters you can create for each type.  They will be additive.  Duplicates will be removed during save.

Profile Filters

The following data profile filters can be controlled:

  • Planning Plant* - Task List Planning Plant
  • Work Center - Work Center for the Task List

  • Task List Group Key - This is the Group Key of the Task List header

  • Responsible Planner Group - The Responsible Planner Group at the Task List header

  • Work Center Plant - The Maintenance Plant for the Work Center

* These are the mandatory filters.  Values must be provided. 

IMPORTANT 

  • Null filters for other settings will mean that they are included - i.e., without any filters for Responsible Planner Group you will get Task Lists for all Responsible Planner Groups within the specified Planning Plant.

Once you have completed the filter entries save the new profile using the Save button in the page footer.

Association with User Profiles

Task List Profiles are not directly assigned to Users. They are assigned to User Profiles making use of the wide range of options for assigning User Profiles to users and keeping the administrative effort as low as possible. They are added to the User Profile as a Task List Profile filter.


The screen image below shows a User Profile with one assigned Task List profiles.  See the Maintain User Profiles for more information.

Generating/ Regenerating Profile Data

On Save of the User Profile, there is no automated update of the SAP BlueWorx Sync Tables. This is deliberate to avoid end-user disruption during working hours and systems load. Changes to the User Profile, including assigned Task List Profiles, require that the User Profile is refreshed before they come through to the BlueWorx on Sync.


IMPORTANT The updates must be scheduled as a background job and in SAP using the program: /SOLTIUS/PM_PROFILE_ADD_MD with an appropriate variant.

Export and Import Profiles

To assist you to shift profiles between instances you can export and import Task List Profiles. This functionality has been documented Export and Import User Profiles